RPA and hyperautomation

Levels of robotisation

Process robotisation is a methodology that helps perform routine tasks automatically. Digital robots work around the clock, without days off, whereas the return on investment to the process robotisation is one of the fastest to appear.

The majority of businesses already use different means of robotisation, e.g. e-signature or digital documents saving time and resources; however, significantly more complex processes could be robotised too.

Generally, task and process robotisation is classified into 5 complexity levels:

1. Digital documents and e-signatures

This stage that creates obvious value in terms of time and resources and also contributes to more sustainable activities has already been discovered and utilised by the majority of businesses. This notwithstanding, almost every day, situations where paper documents are required in Lithuania are disappearing; hence, we recommend monitoring which of your business documents have not yet been digitalised and update this area appropriately.

2. Task automation

This is a relatively uncomplicated, but valuable step in automation, where logical action chains in various popular applications are created using such tools as Zapier or IFTTT. Task automation solutions allow for carrying out certain predefined actions provided that relevant conditions have been met. For instance, upon receipt of an email from a certain address, it can be automatically shared in other media; incoming orders from an online store can be transferred to other platforms; a message can be sent as soon as a new comment is posted on social networks etc. Such task automation tools as Zapier have libraries encompassing hundreds of programmes, from which thousands of most diverse automation possibilities emerge. Read more about them here.

3. Robotisation of simple processes (RPA level I)

Automation of simple processes generally refers to the automation of applications of a single ecosystem (e.g. Office 365 package using MS Power Automate Cloud Flows) according to predefined situations and logical sequences, usually done without the assistance of programmers. For instance, in customer service, after the customer’s data has been first entered, it is used to automatically generate different documents (contracts, commercial offers or invoices) when sending those to the customer or colleagues by email etc. Moreover, automated delegation of tasks to team members or contractors is possible, depending on the product or service selected by the customer.

4. Robotisation of complex processes (RPA level II)

These are solutions generally integrating and using information from different environments or software ecosystems. Businesses use different systems, which do not exchange information. RPA level II solutions include both the creation of logical sequences and consolidation of different data sources. This way, solutions are created to generate different documents according to online templates; documents are filled automatically etc. Tools used the most frequently include UiPath Studio and MS Power Automate Desktop & Business Process Flows.

When automating a complex process, information from numerous applications or media – internet browser, ERP or CRM software, company’s accounting etc. – can be read or input. In many cases, when the company pays one of the application owners for the integration, the less expensive option would be doing the same using the RPA tools.

5. Hyperautomation

Hyperautomation is the most recent trend in process robotisation. Gartner refers in its study to hyperautomation as the top strategic trend in the compiled TOP10 list of strategic technological trends. Hyperautomation is aimed at robotising complex processes as well as dealing with situations or data that have not been predefined. These technologies invoke artificial intelligence or machine learning solutions. The most ordinary examples of hyperautomation would be the process automation of entering the received VAT invoices into accounting. Each invoice has a different format; hence, the fields from which information has to be ‘extracted’ are positioned differently. Thus, a machine learning algorithm is developed that learns to identify the required fields and to enter the information it reads in the accounting process. There are numerous hyperautomation solutions in business as well as situations whose process cannot be described by a linear algorithm and the robot has to make the decision concerning further process as its proceeds. UiPath Document Understanding, UiPath OCR, UiPath Image Automation and AI Builder in the Microsoft Power Automate platform are among the most popular tools invoked for hyperautomation solutions. For more complicated situations, the artificial intelligence part of the algorithm is programmed individually.

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